-100% of 2018 Q1 & Q2 goals -Manage marketing for 7 financial advisers within an elite team of wealth managers -Manage client relationships through exceptional interpersonal communication -Leverage sales through referral sources, generating new business-Oversee business networking group(s) which result in effectively producing prospective clients into the sales pipeline -Successfully lead client, prospect and center of influence events -Drive high quality creative solutions that solve cross-category business issues -Guides project development and strategy with a deep understanding of clients’ needs, team goals and drivers, while balancing budgetary objectives and adhering to corporate compliance -Develops process documentation to facilitate workflow and procedures within firm and cross-functional team members-Lead various intern(s) projects, trains and mentors new team members and assists with hiring process

-International modeling through direct bookings with German agency in Asia, Africa and Europe-Participated in promotional events leveraging selling abilities such as Gold and Precious Metals Investment Conference, Escada Charity Events and Stella McCartney Adidas Launch-Achieved 100% re-booking status and doubled clientele within 1 year-Experience with a wide range of cultures and diversity through international travel, marketing, promotional efforts and communication

-Work alongside 7 providers in coordinating, scheduling and selling SmartLipo MPX, injectables (Juvederm/Botox), topicals (SkinMedica, Latisse), laser services (IPL, Laser Hair Removal, etc)-Participate in presentation at Age Gorgeously to large patient groups (45-60 people +)-Team member of Total Body Transformation - gaining knowledge and insight pertaining to My Best 10-Attended 20/20 Intro and job shadowed 20/20 Lifestyles Intake Coordinator-Completed Pro Club Nutrition consultation - education and participation in meal plan-Oversee daily operations in Medical Spa, facilitate exceptional patient care and perform daily communications with insurance companies, patients, medical billing and medical providers

-Manage all marketing and promotional tactics to leverage business goals, increasing patient procedures-Facilitate initial communication with patients aiding in decision making, follow-up and financial collection-Oversee all correspondence to ensure accuracy as well as maintain relationships with other medical professionals

-Immediately advanced to CPA centric role as Regional Account Specialist-Exceeded sales quota through successful referring relationships, at 104% of quota-Mentor new hires and assist management through interview process-Consistently recognized by management for performance and work ethic